Duplicate Detection has been out for some time and we have gathered frequently asked questions. Here you go:
Which CRM versions does it support?
It supports CRM 2013 and newer versions.
Does it support on-premise and online?
Yes, both versions are supported.
Can I create more than one duplicate rule for the same entity?
Can I select which system view that I want to show when duplicates are detected?
Yes, you can select which system view that you want to use when duplicates are detected.
You can create one specific for duplicate detection and chose which columns you want to show.
Default duplicate detection can only detect data that the user can read, can I set it to detect all data in the system, regardless of which security role the user has?
Yes, you can select how it should detect duplicates, you can set this per duplicate rule.
What does the ‘Run as User’ do?
You can use this if you want it to detect duplicates based on the security role of that user.
This is setting per duplicate rule.
What does the ‘Run as System’ do?
You can use this, if you want it to detect all data in the system, regardless of what the running user has access to.
It will NOT give the user more access in the system, it will only use this to scan for duplicates.
Can it detect duplicates on all entities?
Can I run ‘Bulk-Merge’ on all entities?
Is there a report that shows result of the duplicate detection?
Yes, when you run the duplicate detection, you can view the duplicates in the result window or open the report, you can export the result to excel or PDF.
If I select ‘Allow Save Duplicate’ = No and I forgot to add the script on the form, will it still prevent users from creating duplicate?
Yes, it will prevent the user, the script on the form is used to show the duplicate detection warning. If the script is not enabled, it will still show an error to the user.
I have integration between CRM and other systems, will it also detect duplicates from the integration?
If you want it to, if you set ‘Allow Save Duplicate’ = No, then it will detect duplicates, regardless if it is a user or the integration.
Are you planning to add new features?
Yes, new features are planned and will come in future updates
If you have other questions, please feel free to contact us.